Account health board. One customer, full context.
For sales and account management: type account health with a customer name and Merlin shows pipeline, outstanding and meetings in one snapshot.
7-day free trial. No credit card.
Type account health for a customer. The board fills in sync per data source.
Speed
CallMerlin chat
Type account health + customer. The dossier builds per data source.
account_health · boardLive snapshot
Suggested actions
Plan follow-upPayment reminderSlack summary
What account health shows
Not CRM tab plus accounting tab plus calendar. One customer view.
| Section | What it answers | Size |
|---|---|---|
| Account header | Which customer and segment? | 1 line |
| KPIs | Pipeline, outstanding, last contact | 3 tiles |
| Pipeline | Active deals and stage | List |
| Meetings | Recent and planned | List |
| Action buttons | Follow-up, mail, Slack | 2–3 buttons |
Combines your customer data
HubSpot
Google Calendar
GmailThis is just one example of the many combinations possible.
All 80+ native deep integrations →Frequently asked questions
A board per customer with pipeline, outstanding and meetings from connected tools.
Stop juggling CRM and accounting. Ask for account health.
Merlin reads your stack and shows one customer dossier with actions.
Start free trial7-day free trial. No credit card.